CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
Over 4,000 Certified Financial Plannersâ„¢ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...